Asheri Grove Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$3,500

“Fixed fee rates range from $1,500 to $3,500.”

Monthly fee

$150⁠-⁠$1,250/mo

“Fees are paid monthly or quarterly in advance, ranging from $150 to $1,250 per month or $450 to $3,750 per quarter.”

Quarterly fee

$450⁠-⁠$3,750/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Asheri Grove Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Asheri Grove Financial Planning’s fees compare

• Its flat or project fee of $1,500-$3,500 is below the Arkansas median of $3,600. 35% of the 23 other Arkansas planners that publish a flat or project fee charge less.

About Asheri Grove Financial Planning

• Principal: Lane Carter
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341914

Phone

(501) 470-6315

Other planners in Conway that publish fees

• Antoine Wealth ManagementConway$600⁠-⁠$6,500, $600⁠-⁠$6,500/yr
• Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250⁠-⁠$2,500
• Apex Wealth ManagementSearcy$175/hr
• Brown Capital Management, LLCLittle Rock$200/hr
• C & S Capital Management, Inc.Bismarck$150/hr, $1,000
• Campbell Financial Advisory, LLCBenton$5,000

Compare all 69 planners in Arkansas